Kingsview Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Kingsview Wealth Management, LLC reported 1,160 stock positions worth $5.9 billion. Its top holding was Monarch Procap Index ETF (MPRO) at 4.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 2.7%) and Nvidia (NVDA, 2.6%). Compared with Q1 2025, it opened 150 new positions, sold out of 76, added to 515 and reduced 428. The biggest buy was Monarch Procap Index ETF (MPRO, shares +34%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- GRANTS PASS, OR
- CIK
- 0001791965
- Portfolio Value
- $5.9B (Q2 2025)
- SEC Filing
- 0001791965-25-000005 ↗ filed Aug 8, 2025
Holdings Value
Holdings 1,160 stocks · $5.9B
| MPRO Monarch Procap Index ETF | 4.10% | 8,139,056 | $242.3M | Add +34.3% |
| AGG iShares Core U.S. Aggregate | 2.68% | 1,594,509 | $158.2M | Add +25.0% |
| NVDA Nvidia Corp. | 2.58% | 963,146 | $152.2M | Reduce -2.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.19% | 1,354,081 | $129.1M | Add +5.8% |
| MAMB Monarch Ambass Inc. Indx ETF | 2.16% | 5,529,997 | $127.6M | Add +2.8% |
| AAPL Apple Inc. | 1.92% | 551,862 | $113.2M | Reduce -22.9% |
| MSFT Microsoft Corp. | 1.80% | 213,848 | $106.4M | Reduce -0.6% |
| MBCE Monarch Blue Chips Elite Ind | 1.77% | 2,868,616 | $104.7M | Add +2.3% |
| MVFG Monarch VF GLB Uncon ETF | 1.65% | 3,471,118 | $97.3M | Add +6.8% |
| MSSS Monarch Select Subsec in ETF | 1.53% | 3,055,184 | $90.2M | Reduce -19.9% |
| ORCL Oracle Corp. | 1.41% | 379,648 | $83.0M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.39% | 373,233 | $81.9M | Reduce -29.1% |
| SPTI SS SPDR P Int Term TSY ETF | 1.34% | 2,750,028 | $79.1M | Add +1.1% |
| MVFD Monarch Vol Fact DVD Ti ETF | 1.17% | 2,672,236 | $69.3M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 1.02% | 106,019 | $60.2M | Add +9.6% |
| XLK SS Technology Select Sector | 1.01% | 235,142 | $59.5M | Add +8.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.99% | 105,819 | $58.4M | Add +7.2% |
| NFLX Netflix Inc. | 0.97% | 42,972 | $57.5M | Reduce -18.4% |
| SFLR Innovator Eqty MGD Floor ETF | 0.96% | 1,684,463 | $56.5M | Add +7.9% |
| LLY Eli Lilly & Co. | 0.95% | 72,284 | $56.3M | Add +4.1% |
| MDPL Monarch Dividend Plus Index | 0.94% | 2,136,511 | $55.6M | Add +0.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.90% | 2,082,333 | $53.3M | Add +1.4% |
| GE General Electric filed as GE AEROSPACE | 0.90% | 206,343 | $53.1M | Reduce -17.5% |
| TXN Texas Instruments Inc. | 0.89% | 252,713 | $52.5M | Add +240.1% |
| COST Costco Wholesale Corp. | 0.86% | 51,373 | $50.9M | Add +145.4% |
| WMT Walmart Inc. | 0.83% | 501,237 | $49.0M | Add +411.3% |
| MA Mastercard Inc. Class A | 0.77% | 80,453 | $45.2M | Reduce -5.6% |
| CRM Salesforce Inc. | 0.76% | 165,489 | $45.1M | Add +8.5% |
| XLC SS Comm Select Sector SPDR | 0.76% | 411,261 | $44.6M | Add +8.3% |
| JAJL Innovator Edp ETF - 6M Ja | 0.75% | 1,572,987 | $44.3M | Add +16.0% |
| DHR Danaher Corp. | 0.70% | 208,986 | $41.3M | Add +0.3% |
| ADBE Adobe Inc. | 0.67% | 102,423 | $39.6M | Add +372.6% |
| XLV SS Health Care Select Sector | 0.63% | 278,183 | $37.5M | Add +51.5% |
| JPM JPMorgan Chase & Co. | 0.61% | 125,058 | $36.3M | Add +0.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.58% | 152,084 | $34.5M | Add +67.9% |
| AVGO Broadcom Inc. | 0.53% | 114,236 | $31.5M | Add +0.6% |
| MBB iShares MBS ETF | 0.47% | 297,557 | $27.9M | Add +3.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.47% | 371,844 | $27.8M | Add +9.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 42,522 | $26.3M | Add +2.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.44% | 236,571 | $25.9M | Add +3.1% |
| META Meta Platforms Inc. Class A | 0.44% | 34,887 | $25.7M | Reduce -63.1% |
| GOOGL Alphabet Inc. Class A | 0.41% | 138,106 | $24.3M | Reduce -1.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 258,350 | $23.7M | Add +16.0% |
| FTSM First Trust Enh Short Mat FD | 0.40% | 394,678 | $23.6M | Reduce -4.6% |
| XLF SS Financial Select Sector | 0.40% | 446,796 | $23.4M | Add +52.3% |
| BUFF Innovator Laddered Allocatio | 0.40% | 497,538 | $23.4M | Reduce -8.3% |
| HD Home Depot Inc. | 0.40% | 63,677 | $23.3M | Reduce -3.0% |
| IAU iShares Gold Trust | 0.37% | 347,422 | $21.7M | Reduce -3.6% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 218,069 | $20.9M | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 42,868 | $20.8M | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 356,626 | $20.3M | Add +18.2% |
| V Visa Inc. Class A | 0.34% | 56,082 | $19.9M | Reduce -6.9% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 238,902 | $19.3M | Add +17.1% |
| XLY SS Consumer Disc Select Sect | 0.32% | 86,546 | $18.8M | Add +15.4% |
| FTC First Trust Large Cap Growth | 0.30% | 116,224 | $17.5M | Reduce -3.0% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 173,840 | $17.5M | Reduce -86.5% |
| XLRE SS Real Estate Select Sector | 0.29% | 420,328 | $17.4M | Add +19.6% |
| CVX Chevron Corp. | 0.29% | 121,273 | $17.4M | Add +17.1% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 84,423 | $17.3M | Reduce -1.0% |
| BALT Inn Defined Wealth Shield | 0.29% | 533,353 | $17.1M | Add +51.8% |
| MCD McDonald's Corp. | 0.29% | 57,922 | $16.9M | Reduce -3.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 200,866 | $16.6M | Add +2.5% |
| XOM Exxon Mobil Corp. | 0.27% | 147,223 | $15.9M | Add +3.5% |
| TSLA Tesla Inc. | 0.27% | 49,526 | $15.7M | Add +4.2% |
| FTA First Trust L C Val Alp | 0.27% | 199,588 | $15.7M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 0.26% | 24,950 | $15.5M | Add +9.6% |
| XLI SS Industrial Select Sector | 0.26% | 104,500 | $15.4M | Add +21.1% |
| GOOG Alphabet Inc. Class C | 0.26% | 85,674 | $15.2M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.26% | 49,466 | $15.1M | Add +1.1% |
| JNJ Johnson & Johnson | 0.25% | 95,885 | $14.6M | Add +26.2% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 496,204 | $14.5M | Add +7.2% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 536,291 | $14.2M | Add +9.1% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 103,856 | $14.0M | Reduce -4.7% |
| JPIE JPMorgan Income ETF | 0.24% | 302,553 | $14.0M | Add +23.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 31,377 | $13.8M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.23% | 172,515 | $13.7M | Reduce -15.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 260,687 | $13.6M | Add +0.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.23% | 442,884 | $13.4M | Add +0.4% |
| SSNC Ss&c Technologies Holdings | 0.23% | 161,149 | $13.3M | Add +33.3% |
| PG The Procter & Gamble Co. | 0.23% | 83,716 | $13.3M | Add +2.4% |
| XAR SS SPDR S&P Aerospace Def | 0.22% | 62,720 | $13.2M | Reduce -19.1% |
| ABBV Abbvie Inc. | 0.22% | 70,123 | $13.0M | Add +2.1% |
| TGT Target Corp. | 0.21% | 127,851 | $12.6M | Add +21.1% |
| UNH Unitedhealth Group Inc. | 0.21% | 39,919 | $12.5M | Add +329.1% |
| NXST Nexstar Media Group Inc. | 0.21% | 70,635 | $12.2M | Add +20.4% |
| XSD SS SPDR S&P Semiconductor | 0.21% | 47,618 | $12.2M | Reduce -18.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.20% | 32,209 | $11.8M | Add +8.0% |
| CI The Cigna Group | 0.20% | 35,552 | $11.8M | Reduce -2.6% |
| VYM Vanguard High DVD Yield ETF | 0.19% | 86,286 | $11.5M | Add +27.2% |
| AMGN Amgen Inc. | 0.19% | 40,251 | $11.2M | Reduce -3.2% |
| ABT Abbott Laboratories | 0.19% | 81,780 | $11.1M | Add +0.1% |
| EMR Emerson Electric Co. | 0.19% | 81,976 | $10.9M | Add +205.2% |
| UCON First Trust Smith Unconstrai | 0.18% | 432,123 | $10.8M | Reduce -0.9% |
| CMCSA Comcast Corp. Class A | 0.18% | 300,580 | $10.7M | Reduce -0.0% |
| ADI Analog Devices Inc. | 0.18% | 44,622 | $10.6M | Add +0.3% |
| OMFL Invesco Russell 1000 DYN M/F | 0.18% | 182,632 | $10.6M | Add +207.5% |
| DG Dollar General Corp. | 0.18% | 92,186 | $10.5M | Reduce -26.4% |
| FDT First Trust Develp MKT Ex-US | 0.18% | 153,279 | $10.5M | Reduce -4.4% |
| PEJ Invesco Leisure & Entertainm | 0.18% | 182,877 | $10.4M | Reduce -19.1% |
| NEE Nextera Energy Inc. | 0.18% | 149,014 | $10.3M | Add +2.5% |
Options reported separately and not counted above: PAAS calls ($345K), AUR calls ($37K).
Portfolio Sells Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -86.5% | 0.30% | −2.14 |
| AAPL Apple Inc. | Reduce -22.9% | 1.92% | −1.08 |
| META Meta Platforms Inc. Class A | Reduce -63.1% | 0.44% | −0.59 |
| SPG Simon Property Group Inc. | Reduce -79.7% | 0.12% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -29.1% | 1.39% | −0.50 |
| MSSS Monarch Select Subsec in ETF | Reduce -19.9% | 1.53% | −0.42 |
| SJM The JM Smucker Co. | Reduce -95.0% | 0.01% | −0.18 |
| KR Kroger Co. | Reduce -87.0% | 0.03% | −0.18 |
| CAG Conagra Brands Inc. | Reduce -94.4% | 0.01% | −0.18 |
| CABO Cable One Inc. | Sold out | 0.00% | −0.14 |
| BLK BlackRock Inc. | Reduce -48.8% | 0.13% | −0.13 |
| TAP Molson Coors Beverage Co. Class B | Reduce -22.8% | 0.15% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -47.1% | 0.15% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -5.6% | 0.77% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -15.2% | 0.23% | −0.11 |
| PEP Pepsico Inc. | Reduce -34.4% | 0.12% | −0.11 |
| SPGI S&P Global Inc. | Reduce -44.4% | 0.10% | −0.10 |
| IPG Interpublic Group of Cos Inc. | Reduce -22.0% | 0.14% | −0.08 |
| MUB iShares National Muni Bond E | Reduce -46.8% | 0.07% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -66.1% | 0.02% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -20.2% | 0.16% | −0.07 |
| ACN Accenture PLC Class A | Reduce -21.0% | 0.16% | −0.07 |
| MCD McDonald's Corp. | Reduce -3.8% | 0.29% | −0.07 |
| FTSM First Trust Enh Short Mat FD | Reduce -4.6% | 0.40% | −0.07 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.07 |
| BKH Black Hills Corp. | Sold out | 0.00% | −0.06 |
| KBWP Invesco KBW Property & Casua | Reduce -18.4% | 0.16% | −0.06 |
| V Visa Inc. Class A | Reduce -6.9% | 0.34% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -5.2% | 0.35% | −0.06 |
| ZWS Zurn Elkay Water Solutions C | Sold out | 0.00% | −0.06 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.06 |
| AFL Aflac Inc. | Reduce -66.8% | 0.02% | −0.06 |
| HD Home Depot Inc. | Reduce -3.0% | 0.40% | −0.06 |
| HIG Hartford Insurance Group Inc. | Reduce -40.9% | 0.07% | −0.06 |
| RPM RPM International Inc. | Reduce -45.3% | 0.05% | −0.06 |
| SNA Snap-on Inc. | Reduce -80.9% | 0.01% | −0.06 |
| CRI Carter's Inc. | Reduce -83.0% | 0.01% | −0.06 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.05 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.05 |
| BUFF Innovator Laddered Allocatio | Reduce -8.3% | 0.40% | −0.05 |
| DOX Amdocs Ltd. | Sold out | 0.00% | −0.05 |
| AMGN Amgen Inc. | Reduce -3.2% | 0.19% | −0.05 |
| FCFS Firstcash Holdings Inc. | Sold out | 0.00% | −0.05 |
| KIE SS SPDR S&P Insurance ETF | Reduce -14.2% | 0.17% | −0.05 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.05 |
| IHF iShares U.S. Healthcare Prov | Reduce -7.6% | 0.17% | −0.05 |
| XPH SS SPDR S&P Pharma ETF | Reduce -9.1% | 0.16% | −0.05 |
| BRSL Brightstar Lottery PLC | Sold out | 0.00% | −0.05 |
| HOG Harley-Davidson Inc. | Sold out | 0.00% | −0.05 |
| TGNA Tegna Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| MPRO Monarch Procap Index ETF | Add +34.3% | 4.10% | +0.81 |
| WMT Walmart Inc. | Add +411.3% | 0.83% | +0.67 |
| TXN Texas Instruments Inc. | Add +240.1% | 0.89% | +0.64 |
| ADBE Adobe Inc. | Add +372.6% | 0.67% | +0.51 |
| COST Costco Wholesale Corp. | Add +145.4% | 0.86% | +0.49 |
| AGG iShares Core U.S. Aggregate | Add +25.0% | 2.68% | +0.30 |
| QQQM Invesco Nasdaq 100 ETF | Add +67.9% | 0.58% | +0.26 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.8% | 2.19% | +0.25 |
| AVGO Broadcom Inc. | Add +0.6% | 0.53% | +0.17 |
| XLK SS Technology Select Sector | Add +8.2% | 1.01% | +0.16 |
| SYF Synchrony Financial | Add +2246.0% | 0.17% | +0.16 |
| BAH Booz Allen Hamilton Holdings | Add +1111.9% | 0.17% | +0.16 |
| OC Owens Corning | Add +1522.0% | 0.16% | +0.15 |
| XLV SS Health Care Select Sector | Add +51.5% | 0.63% | +0.13 |
| EMR Emerson Electric Co. | Add +205.2% | 0.19% | +0.13 |
| XLF SS Financial Select Sector | Add +52.3% | 0.40% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +329.1% | 0.21% | +0.12 |
| OMFL Invesco Russell 1000 DYN M/F | Add +207.5% | 0.18% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.2% | 0.99% | +0.12 |
| EUFN iShares MSCI Europe Financia | New | 0.12% | +0.12 |
| ARKW ARK Next Generation Technolo | New | 0.11% | +0.11 |
| KMI Kinder Morgan Inc. | Add +394.4% | 0.14% | +0.11 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +717.7% | 0.13% | +0.11 |
| MVFG Monarch VF GLB Uncon ETF | Add +6.8% | 1.65% | +0.11 |
| SO The Southern Co. | Add +199.8% | 0.17% | +0.11 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +2338.8% | 0.10% | +0.10 |
| FDN First Trust DJ Internet Ind | Add +191.0% | 0.14% | +0.10 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +195.4% | 0.14% | +0.09 |
| EWG iShares MSCI Germany ETF | New | 0.09% | +0.09 |
| IDV iShares International Select | Add +460.2% | 0.11% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +234.2% | 0.13% | +0.09 |
| DFIV Dimensional International Va | New | 0.09% | +0.09 |
| JIRE JPMorgan Int Res Enh Eqty | Add +1425.9% | 0.09% | +0.09 |
| VFH Vanguard Financials ETF | Add +1471.4% | 0.09% | +0.09 |
| ACWV iShares MSCI Global Min Vol | Add +626.4% | 0.10% | +0.08 |
| BBEU JPMorgan Betabuilders Europe | New | 0.08% | +0.08 |
| IEV iShares Europe ETF | New | 0.08% | +0.08 |
| EWU iShares MSCI United Kingdom | New | 0.08% | +0.08 |
| GDXJ Vaneck Junior Gold Miners | New | 0.08% | +0.08 |
| EFAV iShares MSCI Eafe Min Vol Fa | New | 0.08% | +0.08 |
| RPV Invesco S&P 500 Pure Value E | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +9.6% | 1.02% | +0.08 |
| BALT Inn Defined Wealth Shield | Add +51.8% | 0.29% | +0.08 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +1546.7% | 0.09% | +0.08 |
| EFV iShares MSCI Eafe Value ETF | Add +206.7% | 0.12% | +0.08 |
| XLC SS Comm Select Sector SPDR | Add +8.3% | 0.76% | +0.07 |
| CRC California Resources Corp. | New | 0.06% | +0.06 |
| MUNI PIMCO Intermediate Municipal | Add +469.0% | 0.07% | +0.06 |
| UI Ubiquiti Inc. | New | 0.06% | +0.06 |
| JAJL Innovator Edp ETF - 6M Ja | Add +16.0% | 0.75% | +0.06 |
Options Activity Q1 2025 → Q2 2025
| PAAS Pan American Silver Corp. | call | New | 46,000 | $345K |
| ACHR Archer Aviation Inc. Class A | call | Sold out | 38,900 | $74Kbefore exit |
| AUR Aurora Innovation Inc. | call | New | 56,400 | $37K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,409 | $8.2B | MPRO, NVDA, SPYG, MAMB, MBCE |
| Q1 2026 | 1,311 | $7.3B | MPRO, AAPL, NVDA, MAMB, AGG |
| Q4 2025 | 1,229 | $6.9B | MPRO, AAPL, NVDA, SPYG, MAMB |
| Q3 2025 | 1,190 | $6.5B | MPRO, NVDA, MSFT, SPYG, MAMB |
| Q2 2025 | 1,160 | $5.9B | MPRO, AGG, NVDA, SPYG, MAMB |
| Q1 2025 | 1,086 | $5.3B | MPRO, AAPL, SGOV, AGG, MAMB |
| Q4 2024 | 1,098 | $5.1B | MPRO, AAPL, AGG, NVDA, SPYG |
| Q3 2024 | 1,082 | $4.8B | MPRO, ITOT, AAPL, MBCE, NVDA |
| Q2 2024 | 1,031 | $4.2B | MPRO, AAPL, ITOT, NVDA, MBCE |
| Q1 2024 | 1,007 | $4.0B | MPRO, ITOT, AAPL, AGG, MSFT |